INSIGHTS

Salesforce Q2 Earnings: No Worries

Salesforce continues to grow, albeit a little slower than in prior quarters. At least that's my reading of a $4.0 billion quarter that's 22 percent better than the same quarter a year ago. I am used to seeing growth percentages in the high 20s but I am not concerned about a slowdown. I don't know if...

The T-Mobile-Sprint merger looked like it was pretty much a done deal a couple of weeks ago, when DoJ gave its approval. It now looks like there won't be a final answer until 2020. This will go down in history as one of the longest corporate merger attempts. The delay will be hardest on Sprint and D...

What's the big deal, I thought? Last week Salesforce announced it was paying in the range of $1.35 billion for ClickSoftware, a private field service automation and workforce management company. At first, I attributed it to a slow summer news cycle when many people in the industry are off trout fish...

Google Cloud and VMware have announced Google Cloud VMware Solution by CloudSimple, a service that lets organizations run VMware workloads in Google Cloud Platform on premises, in a hybrid architecture, or in the cloud. "Hybrid clouds are key, with only 17-19 percent of workloads in the cloud," note...

INSIGHTS

Salesforce’s Road to China

It was bound to happen. Salesforce was going to China at some point, and it announced that action this week saying it was partnering with Alibaba. There are so many ways to read this, but I don't have the filters to resist comparing the announcement to what Robin Williams once said about cocaine: "C...

The FTC announced that Equifax has agreed to pay a minimum of $575 million as part of a global settlement of claims against it arising from a 2017 data breach that affected 147 million Americans. The settlement with the FTC, the Consumer Financial Protection Bureau, and 50 states and territories pot...

Like a lot of you, after reading about the departure of Jony Ive, I'm trying to wrap my head around Apple without a design focus. Now this isn't as hard as you might think, given the last truly successful Apple product came out around a decade ago and was called the "iPad." It is also somewhat ironi...

The T-Mobile-Sprint merger has been dragging on for quite a long time, but it finally may be in the home stretch. To get the deal approved, Sprint and T-Mobile might have to sell off some of their wireless assets, and many were surprised by Dish Network's interest. What would this mean for the merge...

While trade disputes between countries are nothing new and seldom are remembered, the ongoing one between China and the United States may change the course of the electronics industry going forward. In the beginning of the dispute proposed tariffs excluded electronics for the most part. The U.S. e...

INSIGHTS

Salesforce and Tableau in Merger

Salesforce has announced an all-stock deal to acquire analytics powerhouse Tableau Software. Salesforce will pay 1.103 of its shares for one Tableau share. The deal is expected to finalize by the end of October, about a month before Dreamforce. A number of questions arise from this deal. For instanc...

FCC Chairman Ajit Pai this week gave the green light to a merger between T-Mobile and Sprint, currently the third- and fourth-largest mobile carriers respectively. The nation's top telecom regulator agreed to the $26 billion merger, but with some conditions -- the most notable being that Sprint wou...

Sprint's best shot at success is to merge with T-Mobile. Without the merger, I see the company continuing to struggle as a weak player in the competitive wireless battle. Then again, this is nothing new. Sprint has been limping along for decades, for many different reasons. If this merger fails, wil...

OPINION

T-Mobile’s Home Broadband Carrot

Not long ago, T-Mobile COO Mike Sievert said the company would start selling a wireless home broadband service. Now, it looks as though it has begun a pilot program of invited users. However, there is an important catch with respect to this new service: the motive behind it. If it works and is price...

Amazon Meshes With Eero

Amazon has scooped up mesh WiFi network maker Eero, the home network company known for making an easy-to-set-up product that can blanket a home with high-quality WiFi. "We are incredibly impressed with the Eero team and how quickly they invented a WiFi solution that makes connected devices just work...

CRM Buyer Channels